Institutional investment
Harper Capital’s leadership team has decades of experience in managing investments for:
- Mutual funds
- Hedge funds
- Pension funds
- Banks
- Insurance companies
We seek to invest in high quality companies with durable, sustainable business models for long-term growth, when they trade at attractive discounts to intrinsic value. The valuation discount at purchase provide our investors a margin of safety.
Harper Capital offers three institutional equity strategies to investors:
- Global
- International Value
- Emerging Markets
Founder Eswar Menon is a Trustee and Chair of the Investment Committee of the USD 4.5 billion San Jose Police and Fire Retirement Fund.
Strategy and methodology:
- Harper Capital seeks to construct focused, strategy-specific portfolios that have high active share, provide long-term growth, and protect capital
- We seek to use the power of long-term compounding of capital
- We view risk as not the volatility from day-to-day changes in security prices, but the permanent loss of capital
- Our fee structure is aligned with the interests of investors
Portfolio implementation:
- Disciplined, high-conviction ideas approach
- Low portfolio turnover
- Financial modeling and stress testing
- Risk mitigation and position sizing
To know how Harper Capital Management can help you fulfil your long-term institutional investment or private wealth management goals, please
Call: 1-415-254-2387 (10 AM to 6 PM)
Write to: info@harpercapital.net